+39.5%
CART vs PLTU
+103.5%
-64.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +7.1% | -6.5% | 0.0% |
| 7D | +3.0% | -25.3% | +28.3% | +5.1% |
| 30D | +28.6% | -34.5% | +63.0% | +32.2% |
| 3M | +29.1% | -3.4% | +32.4% | +28.2% |
| 6M | +44.7% | +12.4% | +32.3% | +39.8% |
| YTD | +29.2% | -45.1% | +74.3% | +30.6% |
| 1Y | +66.2% | -45.7% | +111.8% | +66.8% |
| All | +39.5% | +103.5% | -64.0% | +15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded PLTU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling